BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Tag Archives | investment services
Press Release: CFD Companies Announce $300M in new AUA and Increased Partnership with Kingdom Advisors
KOKOMO, Ind., Dec. 2, 2024 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 […]
Press Release: Eagle Ventures Partners with Keel Point to Combat Human Trafficking Through Technology Investments
By Send2Press Newswire on September 23, 2024 in Alliances and Partnerships, Business, DALLAS, Texas, Finance, Press Releases
DALLAS, Texas, Sept. 23, 2024 (SEND2PRESS NEWSWIRE) — Eagle Ventures, through its Eagle Freedom Fund, a leading impact investment vehicle focused on combating human trafficking, is pleased to announce its strategic partnership with Keel Point, a national private wealth management, family office services, and institutional asset management firm. Keel Point will serve as a Sub-Advisor […]
Press Release: Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms
By Send2Press Newswire on September 19, 2024 in Awards and Honors, Business, Finance, NEW YORK, N.Y., Press Releases
NEW YORK, N.Y., Sept. 19, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2024. “We are honored to receive this recognition,” said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. “This accomplishment is a […]
Press Release: Klingenstein Fields Advisors Adds Senior Planner to its Team
NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized […]
Press Release: Joe Moore Appointed Head of Keel Point Family Office
HUNTSVILLE, Ala. and TYSONS, Va., May 1, 2024 (SEND2PRESS NEWSWIRE) — Keel Point, LLC (“Keel Point”) is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm’s Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He […]
Press Release: Foster Group Recognized as a 2024 Gallup Exceptional Workplace Award Winner
WEST DES MOINES, Iowa, April 12, 2024 (SEND2PRESS NEWSWIRE) — On March 27, 2024, Foster Group received recognition as a 2024 Gallup Exceptional Workplace Award winner. This is the seventh time Foster Group has received this award, placing them among eleven other companies to achieve this distinction. The award recognizes organizations that have created and […]
Press Release: Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation
COLORADO SPRINGS, Colo., Oct. 27, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management.
Press Release: HilltopSecurities Joins Agile’s Growing Broker-Dealer Network
By Send2Press Newswire on October 26, 2023 in Alliances and Partnerships, Business, Finance, PHILADELPHIA, Pa., Press Releases, Software, Technology
PHILADELPHIA, Pa., Oct. 26, 2023 (SEND2PRESS NEWSWIRE) — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile’s broker-dealer network.
Press Release: Palisade Capital Management Included in CNBC FA100 Ranking
By Send2Press Newswire on September 18, 2023 in Awards and Honors, Business, Finance, Press Releases
FORT LEE, N.J., Sept. 18, 2023 (SEND2PRESS NEWSWIRE) — Palisade Capital Management is proud to be included in CNBC’s Financial Advisor (FA) 100 rankings for the fourth year in a row – one of only two New Jersey-based firms to be recognized in the rankings. The “CNBC FA 100” honors advisory firms that help clients […]